Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Cobblestone Capital Advisors LLC
- $1.76 Billion
- Q4 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 22,325 shares of SCHD stock, worth $625,769. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,325
Previous 7,421
200.84%
Holding current value
$625,769
Previous $627,000
2.87%
% of portfolio
0.03%
Previous 0.04%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio